Inve$tWare Quality Growth Screen
Performance
| Inve$tWare Quality Growth | S&P 500 | |
| YTD Return: | 4.6% | 6.2% |
| Five Year Return: | 8.4% | 2.6% |
| Ten Year Return: | 9.3% | 6.1% |
| Inception: | 5.8% | 2.6% |
Data as of 2/28/2013
The Inve$tWare Quality Growth Screen represents AAII's interpretation of the investment approach and is not determined by the original strategist. The list of passing companies represents a hypothetical portfolio, which is used to track the screen’s performance on a chart.
Passing Companies
AAII Stock Screens are an AAII member benefit. To view the contents of this page, please login. If you are not an AAII Member, JOIN TODAY.
Screening Criteria
AAII Stock Screens are an AAII member benefit. To view the contents of this page, please login. If you are not an AAII Member, JOIN TODAY.
Chart
AAII Stock Screens are an AAII member benefit. To view the contents of this page, please login. If you are not an AAII Member, JOIN TODAY.
The National Association of Investors Corporation is a non-profit association whose membership consists of investment clubs and individual investors. NAIC was founded in 1951 with a mission to provide a program of sound investment information, education, and support that helps create successful, lifetime investors.
The NAIC adopts a simple buy-and-hold, fundamental approach to growth investing that consists of four primary principles:
- Invest a fixed amount regularly for the long term;
- Reinvest all dividends;
- Invest only in good quality growth stocks; and
- Diversify across industry sectors and company size.
The evaluation and selection of companies is generally accomplished using NAIC's Stock Selection Guide (SSG)—a printed form that is used to guide the investor through some simple steps to determine if the company is a good candidate for investment and if the price of the stock is reasonable.
…To read more, please become an AAII member or login.
